David M. Polen - Polen Capital Management Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Polen Capital Management portfolio holdings is valued at approximately $32.59B, featuring 240 publicly traded holdings. This in-depth profile highlights the top investments led by AMAZON COM INC (AMZN), MICROSOFT CORP (MSFT), ORACLE CORP (ORCL), VISA INC (V), SHOPIFY INC (SHOP), and others based on the company's latest SEC filings reported on Aug 13, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Polen Capital Management’s stock portfolio spans 240 holdings across 13 different sectors, with a total market value of $32.59B. The Technology sector represents the largest allocation, while the top holdings account for nearly 37% of the total portfolio value. AMAZON COM INC remains single largest position at 9.4% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Polen Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| SMR NUSCALE PWR CORP | 0.01% | $3,379,453 |
| SOFI SOFI TECHNOLOGIES INC | 0.01% | $3,112,016 |
| NVDA NVIDIA CORPORATION | 0.01% | $2,692,466 |
| CRS CARPENTER TECHNOLOGY CORP | 0.01% | $2,618,701 |
| ODD ODDITY TECH LTD | 0.01% | $2,547,188 |
| WRBY WARBY PARKER INC | 0.01% | $2,307,124 |
| CVLT COMMVAULT SYS INC | 0.01% | $2,291,045 |
| IRS IRSA INVERSIONES Y REP S A | 0.01% | $2,278,920 |
| G25457105 CREDO TECHNOLOGY GROUP HOLDI | 0.01% | $2,260,770 |
| LMB LIMBACH HLDGS INC | 0.01% | $2,201,952 |
| TSLA TESLA INC | 0.01% | $2,135,311 |
| HCI HCI GROUP INC | 0.01% | $2,126,538 |
| ACHR ARCHER AVIATION INC | 0.01% | $2,112,126 |
| AFRM AFFIRM HLDGS INC | 0.01% | $2,076,067 |
| LOMA LOMA NEGRA C I A S A MTN 14 | 0.01% | $2,058,926 |
| CNM CORE & MAIN INC | 0.01% | $2,052,685 |
| ENVX ENOVIX CORPORATION | 0.01% | $2,002,662 |
| BELFB BEL FUSE INC | 0.01% | $1,991,508 |
| GGAL GRUPO FINANCIERO GALICIA S.A | 0.01% | $1,985,064 |
| UNH UNITEDHEALTH GROUP INC | 0.01% | $1,926,106 |
| CMPO COMPOSECURE INC | 0.01% | $1,912,957 |
| MOD MODINE MFG CO | 0.01% | $1,907,551 |
| EXLS EXLSERVICE HOLDINGS INC | 0.01% | $1,847,982 |
| REAX THE REAL BROKERAGE INC | 0.01% | $1,809,976 |
| G87110105 TECHNIPFMC PLC | 0.01% | $1,776,484 |
| AAPL APPLE INC | 0.01% | $1,749,237 |
| AMSC AMERICAN SUPERCONDUCTOR CORP | 0.01% | $1,732,538 |
| UBER UBER TECHNOLOGIES INC | 0.01% | $1,728,476 |
| GSHD GOOSEHEAD INS INC | 0.01% | $1,727,093 |
| TLN TALEN ENERGY CORP | 0.01% | $1,694,026 |
| FTAI FTAI AVIATION LTD | 0.01% | $1,686,716 |
| PCTY PAYLOCITY HLDG CORP | 0.01% | $1,671,115 |
| ATRO ASTRONICS CORP | 0.01% | $1,667,003 |
| ADPT ADAPTIVE BIOTECHNOLOGIES COR | 0.01% | $1,657,294 |
| TWLO TWILIO INC | 0.01% | $1,655,605 |
| BE BLOOM ENERGY CORP | 0.01% | $1,634,119 |
| UTI UNIVERSAL TECHNICAL INST INC | 0.00% | $1,626,957 |
| KTOS KRATOS DEFENSE & SEC SOLUTIO | 0.00% | $1,603,965 |
| SPY SPDR S&P 500 ETF TR | 0.00% | $1,595,411 |
| PRCH PORCH GROUP INC | 0.00% | $1,591,909 |
| CORT CORCEPT THERAPEUTICS INC | 0.00% | $1,583,678 |
| BBIO BRIDGEBIO PHARMA INC | 0.00% | $1,539,324 |
| TMDX TRANSMEDICS GROUP INC | 0.00% | $1,525,704 |
| LTH LIFE TIME GROUP HOLDINGS INC | 0.00% | $1,490,507 |
| IRMD IRADIMED CORP | 0.00% | $1,488,113 |
| PTON PELOTON INTERACTIVE INC | 0.00% | $1,487,700 |
| HURN HURON CONSULTING GROUP INC | 0.00% | $1,453,523 |
| MEDP MEDPACE HLDGS INC | 0.00% | $1,446,267 |
| IOT SAMSARA INC | 0.00% | $1,438,644 |
| HLNE HAMILTON LANE INC | 0.00% | $1,429,869 |
| PGNY PROGYNY INC | 0.00% | $1,422,300 |
| CAAP CORPORACION AMER ARPTS S A | 0.00% | $1,385,379 |
| LRN STRIDE INC | 0.00% | $1,367,690 |
| NSIT INSIGHT ENTERPRISES INC | 0.00% | $1,366,627 |
| VCTR VICTORY CAP HLDGS INC | 0.00% | $1,361,647 |
| CRM SALESFORCE INC | 0.00% | $1,360,426 |
| SHAK SHAKE SHACK INC | 0.00% | $1,354,259 |
| ACWX ISHARES TR | 0.00% | $1,345,684 |
| ROAD CONSTRUCTION PARTNERS INC | 0.00% | $1,337,321 |
| RDVT RED VIOLET INC | 0.00% | $1,331,942 |